IWA
OKLO

Icon Wealth Advisors’s Oklo OKLO Stock Holding History

Icon Wealth Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
3,989
+8
+0.2% +$499 0.01% 402
2026
Q1 		$259K Buy
+3,981
New +$286K 0.02% 345
2025
Q4 		– Sell
-2,300
Closed -$257K – 538
2025
Q3 		$257K Buy
2,300
+300
+15% +$23.5K 0.02% 336
2025
Q2 		$112K Buy
+2,000
New +$77.1K 0.01% 482

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Icon Wealth Advisors's OKLO Position: Q2 2026 in Review

Icon Wealth Advisors increased its Oklo (OKLO) stake by 0.2% in Q2 2026, buying an estimated $499 and bringing the position to 3,989 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #402.

Icon Wealth Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Icon Wealth Advisors held 3,989 shares of Oklo worth $209K as of Q2 2026.
  • Icon Wealth Advisors bought 8 Oklo shares in Q2 2026, an estimated $499.
  • Oklo made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • Icon Wealth Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Icon Wealth Advisors's Oklo position peaked at $259K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.